Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | COM | 651 | $5,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 652 | $4,149 | 19 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COLONIAL TRUST CO / SC | Stock | 653 | $3,988 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | 654 | $3,306 | 18 | 0.00 | 0.00 | -2 | -10.00 | 06-30-2023 |